Creating a worksheet set

Overview

BudgetLink has the ability to have security logins which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access.

Adding a worksheet set

Manage Worksheet Sets dialogue.

Add Worksheet Set dialogue.

To add a worksheet set, follow these steps.

1. From the main Menu in BudgetLink, click on 30. Settings;
2. Click on Security item in the menu;
3. Click on the Manage Worksheet Sets button;
4. Log in as the Administrator if prompted;
5. Click on the Add Worksheet Set button on the Manage Worksheet Sets dialogue;
6. Enter the Name of the worksheet set;
7. Tick the reports belonging to this worksheet set;
8. Click OK to add the worksheet set;
9. Click Close on the Manage Worksheet Sets dialogue.

Related Topics

• Worksheet Sets
• Security